movement at the station, page-19

Can't help thinking this is all NdPr price/supply/demand driven, which raises more questions than I can imagine. The first problem being this is one of the least transparent markets controlled by one only very opaque country that will not take kindly to interference in it's trading or the South China sea.
Lyc is the only company outside china and of vital importance to the Japanese and Americans. In an uncertain market does this make Lyc a potential takeover target.? How welcome are Japanese companies in Malaysia or is it best to leave it in Aust Hands with the shares controlled by Japanese interests?
What happens if the price of NdPr doubles in the next 12 months. ? Does any one know the NdPr content in a permanent magnet ? and therefore the cost impact of NdPr price increases.
I would imagine that this would be a strategic mineral, so at some stage I would expect to see some stockpiling and more price pressure .
But how would we know what is happening in an opaque market such as this.
For what it is worth I think we are at the beginning of another rare earth and minor metals bull run where the psychology of the market will take over from rational thinking. Leaving the big question of will I be smarter this time round and take the profit.?